Platform

One record. The tedious work handled. Every decision yours.

Agee is the system of record for a litigation practice, with agentic workflows built in. The workflows do the reading, filing, matching, and drafting. The lawyering, the strategy, and every decision stay with the lawyer.

Docket

Every filing, on the right matter, the day it lands.

Agee watches your firm's service address, follows the links, downloads the documents, files them to the matter, and identifies the deadline. You review what needs a decision. The rest is already done.

  • Docket queue with review status for each person
  • Unmatched filings held for you, with a one-click new matter
  • Alerts only when something needs a person
Docket Queue

Calendar

Deadlines that come from the docket, not from memory.

A filing arrives, the deadline is identified, and it waits on your calendar, marked as proposed, until someone approves it. The source button opens the filing at the exact language the date came from.

  • Deadlines proposed from filings, with the source highlighted
  • Approve, edit, or reject each one; approved deadlines sync to your calendar
  • Weekend and federal-holiday deadlines flagged, then moved forward or back as Rule 2.514 requires
  • Tasks by role, on one calendar across every matter
Deadlines awaiting review

Inbox

Your email, linked to your matters.

Your Outlook mailbox syncs. Emails are matched to matters by the thread first, then by suggestions you confirm. Nothing uncertain is linked without a person saying so.

  • Suggested matter links you confirm
  • Outlook add-in for reading, filing, and billing
  • Matter activity in real time, for the whole team
Emails linked to matters

Billing

Recover the work that gets lost in email.

Reading and answering correspondence is billable work, and most of it never reaches the time sheet. Agee catches it in the inbox, drafts the entry to your carrier's guidelines, and leaves the last click to you.

  • Bill an email from the Outlook side panel
  • Checks whether the work is already billed
  • Narrative, duration, and UTBMS codes, tied back to the email
Time entry drafted from an email

Case Wiki

The case, as the attorney understands it.

Procedural posture, parties, facts, legal issues, defenses, damages, and open questions, in one living file that attorneys, staff, and your approved AI all work from. When a filing changes the posture, the file updates with the source attached.

  • Sections set by a per-case lens: whose side you're on shapes what matters
  • Every AI update cites the filing it came from
  • Available to your own AI through the connector

Documents

Searchable by keyword and by meaning, the moment they land.

Documents go into storage that is encrypted and separated by firm, then through a pipeline that makes them searchable. Ask for the passage, not just the file.

  • Upload from web, desktop, or Outlook
  • Search across dockets and documents
  • Results point to the document and the passage
SearchGarcia v. Pelican Crest Ins. Co. · example
Querywhen did the insured first report the loss
Adjuster log, p. 3"Initial report of loss received by phone on the 47th day following the date of loss; claimant states delay was due to travel."GAR-000212 · match by meaning
Policy, Conditions § 4"The insured must give notice of a claim within 30 days of the occurrence."GAR-000058 · match by keyword

Your AI

Claude, ChatGPT, or the Agee assistant, all on the same record.

Use the assistant built into Agee, or connect the one your firm already pays for. Either way the model works through Agee's governed tools, never raw database access. Every call is limited to your firm, and AI actions are logged for your administrators to review.

  • Tools scoped by role; write actions can require confirmation
  • Choose from AI models Agee has approved and set your firm's default
  • Change models without changing your data

Anywhere

Work where you already work.

Web

The full workspace in any modern browser.

Desktop

Native apps for Mac and Windows.

iOS and Android

Matters, deadlines, and documents on your phone.

Outlook add-in

Read, file, and bill email without leaving your inbox.

See what your week looks like with less on your mind.

Available through founder-led onboarding. Public signup coming soon.